Prediction markets put the probability at 48%: Strait of Hormuz traffic returns to normal by July 31. Currently, markets are divided (48% YES, 52% NO).
One of the highest-volume markets on Polymarket with $10.1M traded. Deep liquidity means tight spreads — you can enter and exit large positions without significant slippage. Currently priced at 48c YES.
4/5 models agree on NO, fair value 40c vs market 48c. BUY NO at 48c — models see 8c of upside.
| Model | Says | Fair Value estimated fair price | Confidence |
|---|---|---|---|
| MATH PIN Model | YES | 72c | — |
| MATH Compound Signal | NO | 54c | — |
| AI Claude Analysis | NO | 72c | 70% |
| AI DeepSeek Quant | NO | 65c | 65% |
| AI Kimi Macro | NO | 48c | 65% |
4 of 5 models estimate NO fair value above market (48–72c vs 52c). Claude Analysis leads with 70% confidence.
Models estimate fair value of NO at 60c — market prices it at 52c. 8-point gap supports NO.
Despite dominant-side tagging on NO, smart money positioning is split: YES entries cluster across a wide 39-56c band suggesting accumulation on dips, while NO entries are concentrated at 64c indicating late directional bets that have not been validated. The tight NO entry range combined with zero profitability signals weak conviction relative to YES, where lower-cost holders retain optionality and downside cushion.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xc658..84 | MM | YES | $85.1K | -1% | |
| 0x0c0e..4e | MM | NO | $14.0K | -17% | |
| 0x162f..8d | MM | YES | $12.0K | +2% | |
| 0x12d6..a8 | MM | YES | $8.3K | -2% | |
| 0xc408..75 | MM | YES | $2.8K | -7% |
Half of YES holders sit in profit with entries 39-56c against a 48c mark, while NO holders entered at 64c and are uniformly underwater roughly 16c. The asymmetric P&L distribution suggests YES has stronger price support near current levels, with NO conviction wallets needing a meaningful reversal to recover cost basis.
Polymarket prices YES at 48c while Kalshi has it at 54c — a 6-cent gap. Kalshi traders are more bullish on YES. Our model estimates fair value at 40c.
| Platform | YES Price | Volume |
|---|---|---|
| Polymarket | 48c | $10.1M |
| Kalshi | 54c | — |
| Our Model | 40c | — |